Eric H. Schoenstein - Jensen Investment Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 09, 2025 | |
| Total Stocks | 84 | |
| Portfolio Value | $9.04B |
Portfolio Overview
Comprehensive analysis of Eric H. Schoenstein's investment portfolio
82
Total Holdings
$9.0B
Portfolio Value
Mar 31, 2025
Latest Filing
7.4%
Largest Position
Top Holdings
1
MSFT
Microsoft Corp
$667.3M
7.4%
↓-0.1%
2
MMC
Marsh & McLennan Company Inc
$641.7M
7.1%
↓-0.1%
3
AAPL
Apple, Inc.
$627.8M
6.9%
↓-0.2%
4
ACN
Accenture plc Class A
$572.8M
6.3%
↓-0.2%
5
SYK
Stryker Corp
$564.9M
6.2%
↓-0.1%
Recent Activity
LII
Lennox International, Inc.
-2,240
Jun 30, 2025
URI
United Rentals, Inc.
-2,680
Jun 30, 2025
MAR
Marriott International
-2,970
Jun 30, 2025